Summary
From tariffs and trade tensions to the brief US government shutdown, economic turbulence moved global metals markets in 2025, setting the stage for an uncertain 2026 and beyond.
Join our experts from S&P Global Energy’s Metals & Mining Research team as they discuss key mine-to-market themes and outlooks for this coming year. In this session, they will highlight the macroeconomic impacts to various commodities, the progress of Canada’s mining sector in terms of decarbonization, copper’s evolving role in the modern world, while shining a focus on exploration trends covered in our annual Corporate Exploration Strategies study.
What to Expect:
- Macroeconomic and trade turmoil – Impacts on precious metals and critical minerals
- Copper’s key role in the era of AI and energy expansion – Can supply keep pace?
- Cost analyses and decarbonization initiatives in Canada’s mining sector
- Exploration trends – Will 2026 see an uptick in exploration efforts?
Agenda
- 9 am - Registration
- 9.30 am – 11.00 am – Presentations and Q&A
- 11:00- 11.30 am – Networking and Conclusion
S&P Global Energy
Mark Ferguson
Director, Head of Non-ferrous Markets, Metals & Mining Research
Mark Ferguson is the Head of Non-ferrous Markets with the Metals & Mining Research group at S&P Global Energy. Having worked for previous iterations of the division since 2004, he has extensive experience in producing exploration and supply-side studies and topical research for the metals & mining sector.
Mark currently leads the nonferrous metals markets team providing clients with 10-year forecasts for supply, demand and prices, covering base and precious metals. Amid shifting government policies, trade flows, macroeconomic trends, and energy transition efforts, he guides the team’s responsive research in support of the global metals and mining industry. Mark holds an MSc in Earth Sciences from Dalhousie University, Canada.
